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Est. 2026The front page of wealth managementNew York

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Free from Atlas · SEC filings as of October 1, 2026

The RIA database

Firms we coverAtlas screenerWealth Manager databaseThis month’s moversCustodian profilesRIA statistics

Registered RIAs
17,210
Regulatory AUM
$177.9T
Use more than one custodian
4,024
Hybrid
3,733

Where their clients’ assets sit. Select a custodian to filter the list.

Filters1

12,831 firms manage $34.5 trillionno broker-dealer ties

Open in the Atlas screener

Atlas The basics here are free. Atlas adds ten years of growth, owners, broker-dealer affiliation, contacts on file and signals for every firm, with alerts and exports. See Atlas

  1. 7404
    Saturn Five Advisors LLCDenver, CO · 21 clientsPrivate fund adviser
    No custodian reported
    $556M
  2. 7405
    SQ Capital LLCNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $556M
  3. 7406
    Northrim Adviser, LLCMesa, AZ · 3 clientsPrivate fund adviser
    No custodian reported
    $556M
  4. 7407
    SF Equity Partners Management, LLCSan Francisco, CA · 6 clientsPrivate fund adviser
    No custodian reported
    $556M
  5. 7408
    Spruce Street Capital LPNew York, NY · 4 clientsPrivate fund adviser
    No custodian reported
    $556M
  6. 7409
    Indago Capital LLCNew York, NY · 5 clientsAsset manager
    U.S. Bank 100%
    $556M
  7. 7410
    Qvidtvm Management LLCThe Woodlands, TX · 5 clientsPrivate fund adviser
    No custodian reported
    $556M
  8. 7411
    Consilio Wealth Advisors, LLCBellevue, WA · 288 clientsWealth manager
    Fidelity 100%
    $556M
  9. 7412
    Kooman & AssociatesAltoona, PA · 331 clientsWealth manager
    Raymond James 85%
    $556M
  10. 7413
    Bigelow Investment Advisors, LLCPortland, ME · 331 clientsWealth managerBank-affiliated
    Schwab 100%
    $555M
  11. 7414
    Digital Ascension Group - WealthDallas, TX · 2,551 clientsAsset manager
    Anchorage Digital Bank 100%
    $555M
  12. 7416
    Premier Wealth Advisors, LLCNew York, NY · 643 clientsWealth manager
    Schwab 87%
    $555M
  13. 7417
    Kimery Wealth Management, LLCMemphis, TN · 471 clientsWealth managerWrap sponsor
    Schwab 100%
    $555M
  14. 7418
    Lansing Street AdvisorsAmbler, PA · 151 clientsWealth manager
    Schwab 100%
    $555M
  15. 7419
    Sarasin Asset Management LimitedLondon, United Kingdom · 140 clientsWealth managerBank-affiliated
    Bank J Safra Sarasin 44%RBC 34%BNY 22%
    $555M
  16. 7420
    ION Pacific, Inc.Venice, CA · 47 clientsPrivate fund adviser
    No custodian reported
    $555M
  17. 7421
    Kercheville Advisors LLCSan Antonio, TX · 352 clientsWealth manager
    Pershing 100%
    $555M
  18. 7422
    Prairie Advisory, LLCLeawood, KS · 625 clientsAsset manager
    LPL Financial 58%Schwab 42%
    $554M
  19. 7423
    Suntx Capital Management Corp.Dallas, TX · 3 clientsPrivate fund adviser
    No custodian reported
    $554M
  20. 7424
    Central Trust BankJefferson City, MO · 14 clientsAsset manager
    Central Trust Company, A Division of the Central Trust Bank 100%
    $554M
  21. 7425
    Heller Wealth ManagementMelville, NY · 243 clientsWealth manager
    Schwab 100%
    $554M
  22. 7426
    Global View Investment Advisors, LLCGreenville, SC · 585 clientsWealth manager
    No custodian reported
    $554M
  23. 7427
    Avalon Global Asset Management LLCSan Francisco, CA · 4 clientsPrivate fund adviser
    No custodian reported
    $554M
  24. 7428
    Pegasus Asset Management IncMorristown, NJ · 284 clientsWealth manager
    Schwab 100%
    $554M
  25. 7429
    Asset Planning, IncLos Alamitos, CA · 373 clientsWealth manager
    Schwab 100%
    $553M
  26. 7430
    SMA Capital LLCNew York, NY · 5 clientsPrivate fund adviser
    No custodian reported
    $553M
  27. 7431
    SC Asesores EN Inversiones Independientes SA De CVMexico City, Mexico · 385 clientsAsset manager
    Pershing 38%Grupo Financiero Scotiabank Inverlat 23%
    $553M
  28. 7432
    Creekside PartnersPetaluma, CA · 274 clientsWealth manager
    Schwab 100%
    $553M
  29. 7433
    TSP Capital Management Group, LLCSummit, NJ · 144 clientsWealth manager
    Fidelity 100%
    $553M
  30. 7434
    N10° WealthGreenwich, CT · 131 clientsWealth manager
    Goldman Sachs 100%
    $553M
  31. 7435
    Northern Right Capital Management, L.P.Darien, CT · 4 clientsPrivate fund adviser
    Merrill / Bank of America 100%
    $553M
  32. 7436
    Tolsma Investments, LLC215 clientsWealth manager
    Fidelity 92%
    $553M
  33. 7437
    MW Advisor, LLCNew York, NY · 1 clientsPrivate fund adviser
    No custodian reported
    $553M
  34. 7438
    Omega Financial Group, LLCSanta Barbara, CA · 324 clientsWealth manager
    Schwab 85%
    $552M
  35. 7439
    Nexus One Financial Advisors LLCPlano, TX · 685 clientsWealth manager
    Pershing 100%
    $552M
  36. 7440
    Alliance Wealth Advisors, LLCCenterville, UT · 770 clientsWealth manager
    Schwab 100%
    $552M
  37. 7442
    The SUMThe Woodlands, TX · 209 clientsWealth manager
    Schwab 100%
    $551M
  38. 7443
    Broadleaf Partners, LLCHudson, OH · 244 clientsWealth manager
    Schwab 100%
    $551M
  39. 7444
    HST Ventures, LLCPark City, UT · 1 clientsPrivate fund adviser
    No custodian reported
    $551M
  40. 7446
    Amicus Financial Advisors, LLCLubbock, TX · 748 clientsWealth manager
    Schwab 100%
    $551M

RIAs by state